InstaCharts integration
Chart creation and visualization platform. Use InstaCharts from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 1 action
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in InstaCharts
Generate Chart Image
Zoft + InstaCharts
What Zoft can do with InstaCharts.
- 01Voice agentsA phone agent can use InstaCharts actions such as Generate Chart Image during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update InstaCharts while it talks to the customer.
- 03WorkflowsUse InstaCharts as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use InstaCharts actions on its own, and ask for your approval before it sends or changes anything important.
Actions 1
Things Zoft can do in InstaCharts.
- Generate Chart ImageGenerates a temporary chart image using customizable templates and data parameters
Setup
Connect InstaCharts in three steps.
- 01ConnectChoose InstaCharts in Connections and approve access in the InstaCharts sign-in window. Zoft never sees your password.
- 02Put it to workAdd InstaCharts as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
InstaCharts on Zoft, answered.
What can Zoft do with InstaCharts?
Zoft supports 1 action for InstaCharts. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect InstaCharts to Zoft?
Choose InstaCharts in Connections and approve access in the InstaCharts sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use InstaCharts?
Yes. Once InstaCharts is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in InstaCharts without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.